See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,973 | $72,012-61.2% | $185,823-84.9% | $79,858-65.0% |
| Participation rate | 20.0% | 65.8%-45.8pp | 78.0%-58.0pp | 69.6%-49.6pp |
| Annual return | 28.68% | 23.12%+5.6pp | 35.95%-7.3pp | 31.71%-3.0pp |
| Employer contribution / active EE | $463 | $1,965-76.4% | $4,087-88.7% | $2,471-81.2% |
| Participant deferral / active EE | $544 | $3,779-85.6% | $5,632-90.3% | $3,740-85.4% |
| Admin fee / account holder | $734 | $4,513-83.7% | $9,500-92.3% | $5,306-86.2% |